Be in the know. 31 key reads for Tuesday…

  1. Boeing 737 Max Allowed to Fly in Indonesia, 2 Years After Crash (bloomberg)
  2. China Boosts Cash Injection as Demand for Liquidity Jumps (bloomberg)
  3. Veteran strategist David Roche says China is set to ease monetary policy further (cnbc)
  4. China 10-Year Yield Falls to Lowest in 18 Months on Easing Bets (bloomberg)
  5. China Vows Proactive Moves to Stabilize Economy in 2022 (bloomberg)
  6. Emerging Markets Seen Rising in 2022, But Not Until July (bloomberg)
  7. The Bull Market Keeps Running Thanks to Growing Profit Forecasts (bloomberg)
  8. China pursues ‘self-reliance’ in making chips, fueling global unease (marketwatch)
  9. China Evergrande Says Construction Has Resumed at Vast Majority of Its Projects (wsj)
  10. This simple strategy of picking cheap stocks has been a repeat winner. Here are a few dozen names to get you started. (marketwatch)
  11. Treasury Yields Seem Like a One-Way Bet, Until They Aren’t (wsj)
  12. It’s December 1999 Based on the NYSE Shares Touching New Lows (bloomberg)
  13. Another Winter LNG Cargo Appears to Divert to Europe From China (bloomberg)
  14. SPAC listings frenzy drives Hong Kong M&A deals to four-year high (scmp)
  15. Defensive Stocks Are the Best Offense Against a Wobbly Economy Right Now (barrons)
  16. Omicron Should Be Hitting the Market. Why Stocks Are Looking Past the Spread. (barrons)
  17. Toll Brothers CEO Sees a Strong Spring Selling Season Ahead (barrons)
  18. com Is One of Barron’s Top Stock Picks for the New Year. Here’s Why. (barrons)
  19. AT&T Stock Is Cheap. Why It’s One of Barron’s Picks for 2022. (barrons)
  20. Santa Claus rally is off to best start in 20 years. Here’s what history says about the stock market’s performance when rally starts this well. (marketwatch)
  21. China Issued New Rules for Overseas Listings. (barrons)
  22. An Easing of Covid Quarantine Rules Could Help Ease Worker Shortage (barrons)
  23. S. officials cut the number of days that they recommend some people isolate after being infected with Covid-19 to five days from 10, reflecting recent research, new pandemic-management ideas and stress on some industries as the Omicron variant has sickened workers. (wsj)
  24. Starboard Takes 6.5% Stake Worth Around $800 Million in GoDaddy (wsj)
  25. Pandemic Tech Darlings Turned to Duds in 2021 (wsj)
  26. Cheap Stocks in Europe Can Reward Investors With a Plan (wsj)
  27. Tech That Will Change Your Life in 2022 (wsj)
  28. Nasdaq is poised to underperform S&P 500 for first time since 2016 as investors shun tech stocks (cnbc)
  29. Oil may hit $100 in 2022 as US energy independence dwindles (foxbusiness)
  30. Companies raise over $12tn in ‘blockbuster’ year for global capital markets (ft)
  31. The Big Read. Iran-US: faltering nuclear talks enter dangerous phase (ft)

Be in the know. 25 key reads for Monday…

  1. China’s Central Bank Vows Greater Support for Real Economy (bloomberg)
  2. Investors relieved as China clarifies VIE status in draft on offshore IPOs (scmp)
  3. Holiday Retail Sales Jumped 8.5%, Led by Clothes, Jewelry (barrons)
  4. ‘The biggest reason to stay bullish is because of millennials’: Fundstrat’s Tom Lee sees the S&P 500 soaring 313% by 2029 (businessinsider)
  5. Locked Indoors. The Energy Report 12/27/2021 (Phil Flynn)
  6. What to Watch This Week: Manufacturing Numbers, Home Prices, and More (barrons)
  7. Retailers Have Become More Agile in Navigating Volatility. The Outlook Is Positive. (barrons)
  8. Omicron Isn’t Standing in the Way of a Recovery. Just Look at ‘Spider-Man.’ (barrons)
  9. January will be a huge month for these hard-hit stocks. 10 riskier names to load up on, from JPMorgan. (marketwatch)
  10. Opinion: Five stocks to buy because company insiders love them as they get hit by year-end tax-loss selling (marketwatch)
  11. Opinion: Santa Claus gives you attractive odds of a stock market rally (marketwatch)
  12. New easy-to-use COVID-19 pills come with a catch (marketwatch)
  13. Bank stocks may struggle to repeat gains of 2021 next year, but analysts see some grounds for optimism (marketwatch)
  14. GameStop Is ‘Very Early in Its Transformation.’ Its Stock Could Tumble. (barrons)
  15. Oculus Was a Popular Gift. There May Be Hope for the ‘Metaverse.’ (barrons)
  16. China’s Securities Regulator Lays Out Overseas Listing Rules (wsj)
  17. A Porsche, a Lotus and a Vintage Firetruck: Our 11 Favorite My Ride Vehicles of 2021 (wsj)
  18. Wall Street Bets S&P 500 Will Say Goodbye to Outsize Stock Gains in 2022 (wsj)
  19. China Imposes Curbs on Foreign IPOs From Restricted Sectors (bloomberg)
  20. The 19 Best Dishes I Ate in 2021 (bloomberg)
  21. 2022 stock market outlook: The top strategists at Goldman Sachs, JPMorgan, and more share their predictions for the S&P 500 next year and how you should invest your money (businessinsider)
  22. JPMorgan Says Investors Too Bearish, Doesn’t See Stock Selloff (bloomberg)
  23. JPMorgan Expects Strong ‘January Effect’, Sees Potential for a Large High Beta Squeeze (streetinsider)
  24. Cigna (CI) Reaffirms FY EPS Guidance (streetinsider)
  25. 4 ‘Strong Buy’ Stocks Hammered in 2021 Could be Huge 2022 Winners (247wallst)

Be in the know. 12 key reads for Sunday…

  1. China proposes tighter rules but no ban for offshore listings (reuters)
  2. Amazon’s Alexa Stalled With Users as Interest Faded, Documents Show (bloomberg)
  3. Is China Signaling Imminent Devaluation: PBOC Fixes Yuan Weaker Than Expected For Record 15th Consecutive Day (zerohedge)
  4. Omicron Is the Beginning of the End (theatlantic)
  5. NASDAQ & Russell 2000 Most Bullish Day After Christmas (Almanac Trader)
  6. Spending Was Strong Heading Into Omicron, and Will Be After (wsj)
  7. Meet The Marathon Manager Helping Tampa’s First Responders Retire Rich * (forbes)
  8. ECRI Weekly Leading Index Update (advisorperspectives)
  9. delorean e is a no-door concept car which you can only enter through the windshield (designboom)
  10. Botox, billionaires, and bitcoin: 2021 in charts (vox)
  11. Gigantic Stocks Are a Reason to Worry (wsj)
  12. Gene Seroka on What’s Happening Now at the Port of LA (bloomberg)

Be in the know. 10 key reads for Christmas…

  1. China’s Securities Regulator Lays Out Overseas Listing Rules (wsj)
  2. What to Watch Over Christmas: 20 New Movies, Classic Films and Specials for the Holidays (wsj)
  3. China Cinda takes 24% stake in Ant’s consumer credit unit (ft)
  4. Don’t Expect Big Returns From the Stock Market Next Year as Interest Rates Rise (barrons)
  5. Why a Wave of Mergers Next Year Could Lift Drug and Biotech Stocks (barrons)
  6. Why bitcoin is worse than a Madoff-style Ponzi scheme (ft)
  7. Warren Buffett revealed 2 big bets, defended his tax habits, and admitted several mistakes this year. Here are his 8 highlights of 2021. (businessinsider)
  8. Elon Musk Says the Metaverse Sucks and Neuralink Will Be Better (futurism)
  9. Top 10 Holdings of Our Ultimate Stock-Pickers’ Index (morningstar)
  10. 2022 is going to be a great year for value stocks: Ariel’s John Rogers (cnbc)